3 Ways to Use HelloWorks (Out of About a Million)

Even in this day and age, there are still major challenges with online document workflows.

Companies rely on PDFs that lock data away. The UX for filling out documents online is often incompatible with mobile. And there’s a never ending need for repetitive data entry, from both customers and companies.

Obstacles like these aren’t only frustrating, they have negative business impact. Low completion rates for important documents and high remediation costs for companies, for example.

Traditionally, these documents would need to be printed, filled out, and then scanned for storage. Information entered into the document fields would then need to be manually entered into a database, or extracted from the PDF in the future.

But with HelloWorks, the onboarding paperwork is condensed to just a few fields and clicks.

Start screen for HR HelloWorks flow:

First series of fields for HR HelloWorks flow:

The new hire simply enters information that’s relevant to their position and their hire. They enjoy a mobile-friendly experience that is guided and easy to get through. What’s more, any information entered into a field will auto-fill any other matching fields. That means the new hire only has to enter their name once!

Data maps to matching field and auto-populates them:

Behind the scenes, the hiring manager gets all the right information sent directly to their database, where they can access it as needed. Information can then be routed directly to other relevant teams or team members, instead of circulated in PDF format.

It’s a game-changing improvement for any company that hires full-time, part-time, or contracted employees.

2. HelloWorks for Leasing or Buying a Property

Can you imagine preparing or filling out a 75-page commercial lease on your phone? Neither could we.

Complex documents like leases and mortgage documents are tough enough. But when you add a sub-optimal mobile-experience you have a recipe for disaster.

We kept scenarios like that in mind when building HelloWorks.

Property managers now have the power to easily prepare lengthy leasing documents on their phone or tablet. No need to navigate through PDFs, or head back to the office to prepare documents on a desktop! The workflow stays sleek and simple to navigate no matter what device is being used.

Here’s an example of what it might look like.

Property manager fills out information for the property lease agreement:

The property manager begins by filling out the details of the lease. They see the same easy-to-navigate data entry experience their tenants will eventually see. There’s no extra text to sift through, and any information entered into a field is automatically mapped to the corresponding field in the original lease document. They also have the ability to sign the document using HelloSign’s easy online signing functionality.

Once the document is prepared with the correct information, sending it to the tenant is as simple as a few clicks.

The tenant will receive an email with the nearly completed lease agreement. All they need to do is open the link to the HelloWorks workflow and fill in any outstanding fields and sign.

What the tenant sees:

The tenant may also be prompted to complete other workflow actions at this time. For example, they may be guided to upload their latest bank statement. The series of actions in the workflow is entirely dependent on how the HelloWorks workflow is designed. Each workflow can be custom-built to include all required actions and steps to complete the workflow!

A completed copy of the lease is sent to both parties at the end of the workflow.

3. HelloWorks for Small Business Loans

Small businesses have to operate under BIG paperwork requirements. HelloWorks makes everything easier for both the business owner and companies supporting them.

Let’s look at one of the keystone workflows for getting a business off the ground: obtaining a small business loan.

HelloWorks makes it simple for lender and borrower alike to get everything zipped up and ready to go. The lender first prepares the documents required in the lending workflow. These are coded together with HelloWorks and transformed into an intelligent flow. The borrower enjoys an easy workflow and the lender receives the data they need, without having to extract it from a PDF.

In the example below, a lender is asking a borrower to complete “Borrower Information Form” and “Statement of Personal History.” You’ll also notice that the experience has been white labeled, so the lender’s logo is front and center.

Start screen for small business loan HelloWorks flow:

HelloWorks allows you to add conditional logic to fields, resulting in a flow that adapts based on a user’s answer. For example, a lender might ask “Are you the sole owner of this business?” The form will adapt based on the borrower’s answer.

What the borrower first sees:

What the borrower sees after they select “No” to the question “Are you the sole business owner?”:

The borrower continues through the flow, only seeing the fields relevant to their particular situation. Once the borrower’s information is submitted, the lender will receive data that’s ready to be put to work (instead of locked away in a PDF).